Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
Episodes
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Despite geopolitical tension, a trade war scare, and inflation noise, the market is holding steady—and the tax landscape just shifted big time. In this episode of Retirement Plan Playbook, Brent Pasqua, Matthew Theal, and Joshua Winterswyk unpack the surprising strength in markets, the economic signals investors should pay attention to, and how the newly passed “Big Beautiful Bill” could reshape retirement and tax planning.
🎯 In this episode:
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📰 Middle East conflict & World War III fears – What’s priced in and what’s not
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💥 Tariffs fade, markets rebound – Why staying invested is paying off again
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📉 Inflation cooling & rate cut signals – Are we heading for stability or slowdown?
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🏛️ The “Big Beautiful Bill” – What’s in the tax extension and why it matters
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👶 MAGA Accounts (yes, really) – $1,000 for every newborn starting in 2025?
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💼 Social Security tax credit workaround – What retirees need to know
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📈 IPO fever returns – AI, crypto, and fintech startups are fueling investor excitement
Plus, the guys talk about family travel tips, educational vacations, and the value of showing kids real history vs. just poolside relaxation.
👉 Need help adjusting your retirement plan for taxes, market changes, or new legislation? Visit evermont.com to schedule a complimentary consultation with our team.
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